As the US economic recovery looms larger, the gray cloud that has hung over the stock market for so long is finally starting to fade. Here's four sectors likely to outperform in the months and year ahead.

Stocks moved higher on Monday, despite a wobbly start. Where should investors look to put their money? Sam Dedio, portfolio manager of the Artio Small Cap Fund, which is up almost 70 percent this year, shared his small cap stock picks.

The Dow Industrials briefly turned positive for the year earlier this morning. WAHOO! But wait…the S&P 500 turned positive for 2009 nearly one month ago and is now up over 4.5% this year. So why the performance lag in the Dow (compared to the S&P)?

When AIG's CEO, Edward Liddy, testified before Congress last week, we took a look back at the company's historical quarterly financials to identify when the proverbial "writing on the wall" could have been first seen. Here is a screen looking for companies that have had increasingly stronger and stronger 10-Q reporting.